Quick Takeaways

• Meta becomes world’s largest corporate nuclear power buyer with 6.6GW deals from TerraPower, Oklo, and Vistra to power AI data centers
• xAI announces 20 billion dollar Mississippi investment for MACROHARDRR data center, creating 2GW most powerful AI system
• TSMC Q4 revenue beats estimates at 33.05B (+20.45% YoY), signaling sustained AI chip demand into 2026
• CES 2026 concludes with Physical AI as dominant theme as robotics and embodied intelligence take center stage
• Google integrates Gemini 3 into Gmail for 3 billion users with AI Overviews, Help Me Write, and AI Inbox features
• Retail giants Walmart, Target, Etsy partner with OpenAI to enable AI agent commerce, marking the AI Agent Economy beginning

AI Infrastructure and Energy

Meta Signs Historic 6.6GW Nuclear Power Deals for AI Data Centers

Landmark Announcement: On January 9, 2026, Meta struck deals with TerraPower (Bill Gates-backed), Oklo (Sam Altman-backed), and Vistra for up to 6.6 gigawatts of nuclear power by 2035—enough to power approximately 5 million homes.